UMMA vs MDLV overlap

UMMA and MDLV overlap 0.0% by weight, across 0 shared holdings.

UMMAMDLV

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

UMMA0.0% of the fund is in shared holdings, of 93

MDLV0.0% of the fund is in shared holdings, of 34

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: UMMA, SEC Form N-PORT, May 31, 2026; MDLV, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 58 holding any

UMMA1.3% of its 13F dollars, 6.0% of its 50 holders

MDLV47.0% of its 13F dollars, 27.3% of its 11 holders

Largest institutions holding both

Firm	UMMA	MDLV
Envestnet Asset Management Inc.	$430K	$17.6M
JPMorgan Chase & Co	$47K	$169K
UBS Group AG	$35K	$31K

This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.

Who owns them: UMMA institutional holders, MDLV institutional holders.

Frequently asked questions

How much do UMMA and MDLV overlap?

0.0% by weight, with 0 holdings in common, using holdings for UMMA as of May 31, 2026 and MDLV as of June 30, 2026.

Do institutions hold both UMMA and MDLV?

3 Form 13F filers report positions in both, out of 58 that report either one.

How is overlap by weight worked out?

For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.